Integrations used
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Time saving
5 min
Action
Copy
description
This playbook will copy records from SmartSuite and save them to a Google Sheets spreadsheet
Saves at least
5 min
Copy
records from SmartSuite to Google Sheets
playbook Template
Copy records from SmartSuite to Google Sheets
This playbook will copy records from SmartSuite and save them to a Google Sheets spreadsheet
This is a Bardeen playbook. It's a pre-built automation template you can run in one-click to perform a repetitive task. Get started with our free Chrome extension.
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How does this automation work?
Get database record
Action
Add data to sheet tab
Action
Bardeen's workflow automation facilitates the transfer of records from SmartSuite to Google Sheets, making data management seamless and efficient. SmartSuite is known for its robust data handling capabilities and is widely used by businesses to optimize their operations. Google Sheets, on the other hand, offers the flexibility of online spreadsheets with powerful analytical tools. This playbook serves as a bridge between the two, turning the manual process of data transfer into an automated, error-free operation, ideal for reporting, analysis, and team collaboration.
Here's how this workflow simplifies data transfer from SmartSuite to Google Sheets:
- Step 1: Extract records from SmartSuite - Bardeen retrieves records from a specified SmartSuite solution and application. You'll need to specify the solution and application from which to extract the data.
- Step 2: Append data to Google Sheets - The data extracted from SmartSuite are then seamlessly added to a specified Google Sheets spreadsheet. This step consolidates your information into a single, accessible location for further data manipulation and analysis.
How to run the playbook
In the realm of data management, the struggle to synchronize SmartSuite records with Google Sheets is a familiar challenge. The monotonous routine of copy-pasting, a necessary yet time-consuming task, demands a more efficient solution. Enter an unobtrusive playbook, diligently operating in the background.
Its function is simple: seamlessly replicate SmartSuite records and deposit them into a designated Google Sheets repository. Eliminating the need for manual intervention, this automation ensures a precise transfer without the inherent risks of human error.
Whether orchestrating intricate data spreadsheets for a project or seeking expeditious workflow enhancements, this tool offers a pragmatic shortcut to data cohesion. Bid farewell to laborious data maneuvers and usher in a phase of streamlined operations.
Let’s set it up!
Step 1: Pin the playbook and integrate SmartSuite and Google Sheets
First, click the “Pin it” button at the top of this page to save this automation. You will be redirected to install the browser extension when you run it for the first time. Bardeen will also prompt you to integrate Google Sheets and SmartSuite.
Activate Bardeen (or hit Option + B on Mac or ALT + B on PC on your keyboard) and click on the playbook card. The setup flow will start. Bardeen will ask you to specify the SmartSuite solution and application that you want to copy and the Google Sheets spreadsheet to save the data.
Click on “Save Input” and checkmark SmartSuite and Google Sheets. This will save you time from setup in the future. You can edit Inputs later by hovering over the playbook.
Step 2: Run the playbook to copy SmartSuite record to Google Sheets
Press Option + B on Mac or ALT + B on PC on your keyboard to launch Bardeen. Click on the playbook card and run the automation to copy data from a SmartSuite application to Google Sheets. It will get all the information from your SmartSuite application.
It will also get custom field information for rows.
Bardeen will then save all the data to the Google Sheets spreadsheet that you specified in Step #1.
You can also edit the playbook and add your next action to further customize the automation.
You can also find more about how to increase your personal productivity and automate your data sourcing and research workflow.
how does bardeen work?
Your proactive teammate — doing the busywork to save you time
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Integrate your apps and websites
Use data and events in one app to automate another. Bardeen supports an increasing library of powerful integrations.
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Perform tasks & actions
Bardeen completes tasks in apps and websites you use for work, so you don't have to - filling forms, sending messages, or even crafting detailed reports.
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Combine it all to create workflows
Workflows are a series of actions triggered by you or a change in a connected app. They automate repetitive tasks you normally perform manually - saving you time.
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FAQs
What if I don’t use a CRM for the technical handoff?
You can still run the playbook using email, task, and communication tools.
Can I customize the technical handoff report format?
Yes, you can choose where the report is saved or sent.
Is this lead management playbook useful for RevOps teams?
Yes, it helps RevOps teams keep lead data clean, track qualification, and ensure follow-up happens consistently.
Can I use this lead management playbook with LinkedIn Sales Navigator?
Yes, Bardeen can enrich leads using LinkedIn Sales Navigator.
How does this price monitoring playbook help with lead qualification?
Knowing how your pricing compares to competitors can help you qualify sales leads based on budget fit.
Does this daily/weekly report with lead qualification?
Yes. By analyzing call notes and CRM updates, Bardeen can surface which leads are progressing and which need more attention.